Sitemap - 2025 - The Capital Spectator

Book Bits: 26 July 2025

Next Week’s Q2 GDP Data Expected To Report Moderate Growth

Japan Trade Deal Boosts Return Premium For Foreign Stocks

Medium-Term Corporates Lead US Bond Market In 2025

Have The Bond Vigilantes Dismissed Tariff-Inflation Risk?

Risk-On Sentiment Remains Resilient For Global Strategies

Book Bits: 19 July 2025

Moderate Rebound Still Expected For US Economy In Q2 GDP Data

Industrials Holding On To Lead As Top Equity Sector In 2025

10-Year US Treasury Yield ‘Fair Value’ Estimate: 16 July 2025

The Everything Rally In 2025 Rolls On

Will Tariffs Derail The Bull Run In Global Equities Ex-US?

Book Bits: 12 July 2025

Momentum Is Still 2025’s Top Performer For Equity Risk Factors

Economic and Financial Predictions: Betting Markets | 09 July 2025

Rebound Outlook Softens For US Q2 GDP Nowcast

Bond Market Will Struggle To Price In Conflicting Risk Factors

Total Return Forecasts: Major Asset Classes | 02 July 2025

Major Asset Classes | June 2025 | Performance Review

Risk Appetite Rebounds For Global Strategies After Tariff Tantrum

Book Bits: 28 June 2025

Markets Continue To Price In Higher Odds For Rate Cuts

Foreign Bonds Are Having A Very Good Year In US Dollar Terms

Foreign Stocks Still Lead US Shares By Wide Margin This Year

Will The Fed Cut Rates Sooner Than Recently Expected?

Markets Weigh Middle East Risk After US Strikes Iran

Book Bits: 21 June 2025

Mid-Term Treasuries Lead Bond Market Rally This Year

Will The US Aid Israel By Attacking Iran?

Solid Rebound Still Expected For US Growth For Q2 GDP Report

Industrials Take The Lead For US Equity Sectors This Year

The Israel-Iran Conflict Complicates The Macro Outlook

Book Bits: 14 June 2025

Research Review | 13 June 2025 | Analyzing And Monitoring Risk

10-Year US Treasury Yield ‘Fair Value’ Estimate: 12 June 2025

When Will The Unemployment Rate Influence Fed Policy?

Fed Policy Is Still On Hold, But For How Long?

Bitcoin Wins, The US Dollar Loses Since “Liberation Day”

Book Bits: 7 June 2025

US GDP Still On Track To Rebound In Q2

Mixed Data For May Clouds Outlook For US Economy

Momentum Is Still Crushing It This Year For US Equity Factors

Total Return Forecasts: Major Asset Classes | 03 June 2025

Major Asset Classes | May 2025 | Performance Review

Book Bits: 24 May 2025

Inflation Anxiety And The “Big Beautiful Bill”

Most US Treasury Prices Slide Since “Liberation Day”

Markets Still Expect Fed To Keep Rates Steady For Near Term

US Q2 GDP Still Looks Set To Rebound After Q1 Decline

All The Major Asset Classes Posting Gains In 2025 After Latest Rally

Book Bits: 17 May 2025

Research Review | 16 May 2025 | Asset Allocation

Foreign Bonds Lead US Fixed Income By Wide Margin In 2025

10-Year US Treasury Yield ‘Fair Value’ Estimate: 14 May 2025

US-China Trade Deal Lifts Markets, But US Stocks Still Trail

Book Bits: 10 May 2025

Defensive Sectors Continue To Lead US Stock Market This Year

Bitcoin Leads Global Markets Since “Liberation Day”

Rebound For Initial US Q2 GDP Nowcast Could Be Misleading

Risk Appetite Remains Weak As Trade Tensions Remain High

Fed Set To Keep Rates Steady, Despite Pressure From Trump

Total Return Forecasts: Major Asset Classes | 02 MAY 2025

Major Asset Classes | April 2025 | Performance Review

Foreign Equities Continue To Outperform As US Stocks Lag In 2025

US Growth Expected To Slow In Tomorrow’s Q1 GDP Report

US Stocks And Real Estate Shares Are Still Losers In 2025

Fed Expected To Keep Rates Steady Despite Trump’s Calls For Cuts

US Economy Expected To Post Sharp Slowdown In Q1 Growth

Tracking Global Markets Since “Liberation Day”

Markets Face Another Week Of Extreme Policy Uncertainty

Will Tariff-Related Inflation Derail The Bond Market’s Rally?

Low-Volatility Strategy Is 2025’s Upside Outlier For Equity Factors

Defensive Sectors Are A Lifeboat For US Equity Investors In 2025

Is The Market Pricing In A Higher Risk Premium For US Treasuries?

10-Year US Treasury Yield ‘Fair Value’ Estimate: 11 April 2025

US Q1 GDP Nowcast Continues To Ease, Signaling Stall-Speed Risk

Fed Faces Difficult Balancing Act In A Global Trade War

Uncertainty Clouds Outlook For Trump’s Tariff Goals

Is A US Recession Inevitable?

US Services Sector, An Exporting Powerhouse, At Risk In Trade War

Managing Expectations For A Global Trade War

Major Asset Classes | March 2025 | Performance Review

Equities Demand Higher Risk Premium As Uncertainty Spikes

US Economic Growth Remains On Track To Slow In Q1

Bonds Continue To Offer A Haven Amid High Macro Uncertainty

A Fed Rate Cut May Be Near, But Not Today

US GDP Nowcast Remains Close To Stall-Speed Pace For Q1

10-Year US Treasury Yield ‘Fair Value’ Estimate: 13 March 2025

Can America’s Resilient Economy Endure Trump 2.0?

Low-Volatility Is Stand-Out Winner For Equity Factors This Year

Major Asset Classes | February 2025 | Performance Review

Economic Slowdown Concerns Top Inflation Worries For Bonds

Moderate, Steady Growth Expected For US Q1 GDP

Choose Your Tactical Asset Allocation Strategy Carefully

Total Return Forecasts: Major Asset Classes | 04 February 2025

Major Asset Classes | January 2025 | Performance Review

US Bond Market Rebounds So Far In 2025

US Q4 GDP Growth Nowcast Rises Ahead Of Thursday’s Report

Does China AI Threaten US Tech Dominance?

Major Asset Classes | December 2024 | Performance Review